{"podcast":{"title":"Transmission","slug":"transmission-7044890","podcast_index_feed_id":7044890,"rss_url":"https://www.spreaker.com/show/5990186/episodes/feed","website_url":"https://www.spreaker.com/show/transmission_6","image_url":"https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4fc410ca8262a6d248f7912677886433.jpg","author":"Ysabelle Swan","episode_count":429,"summary":"Transmission brings you insights from thought leaders, energy experts and cleantech specialists from across the industry.","last_synced_at":"2026-06-09T16:17:35.094901+00:00","page_url":"https://stenobird.com/podcast/transmission-7044890"},"episode":{"title":"Why Germany's Battery Storage Market Is Harder Than It Looks - Terralayr","slug":"why-germany-s-battery-storage-market-is-harder-than-it-looks-terralayr","published_at":"2026-05-12T06:00:22+00:00","page_url":"https://stenobird.com/podcast/transmission-7044890/why-germany-s-battery-storage-market-is-harder-than-it-looks-terralayr","show_page_url":"https://stenobird.com/podcast/transmission-7044890","url":"https://www.spreaker.com/episode/why-germany-s-battery-storage-market-is-harder-than-it-looks-terralayr--71970911","audio_url":"https://api.spreaker.com/download/episode/71970911/7db638935267b6c2004def789d7cc6564e5be336.mp3","summary":"Germany sits at the centre of Europe's energy transition: over 800 distribution networks, deep intraday markets, and a flexibility gap roughly 40 times its battery fleet. But the real question isn't whether the market is big - it's whether it saturates as battery capacity grows, or scales for years yet.Philipp Man is co-founder and CEO of Terralayr. He joins Ed Porter to unpack the operational reality of building Germany battery storage at scale, the regulatory tension around grid fees, and the contrarian view that Germany's flexibility market is structurally larger than most forecasts suggest.They cover:- Why operating Germany battery storage is harder than capital alone can solve.- Why Germany's TSOs are positive on BESS, why DSOs are nervous and what regulators need to fix.- What the Bundesnetzagentur grid-fee review means for the BESS exemption running to August 2029.- How splitting merchant capacity across multiple optimisers outperforms single-optimiser tolls.- Why flexibility revenues are convex, dominated by tail events, and structurally larger than forecasts predict.Want to track Germany's battery storage pipeline, grid-fee changes, or flexibility market data? Ko, Modo Energy's AI analyst, is built for exactly these questions. Free sign up: https://modoenergy.com/sign-up?utm_source=podcast&amp;utm_medium=podcast_apps&amp;utm_campaign=philipp_man&amp;utm_content=ko_signup Transcript available here: ⏱ CHAPTERS00:00 Introduction01:01 What everyone gets wrong about Germany battery storage04:50 Inside Terralayr's 8 GW pipeline07:00 German grid fees and the 2029 BESS exemption11:00 Why DSOs are nervous about battery storage14:30 Nodal pricing, FCAs and the one-price-zone problem18:30 How layer's virtual battery auction works24:30 Will Germany's BESS market saturate3…","meta_description":"Germany sits at the centre of Europe's energy transition: over 800 distribution networks, deep intraday markets, and a flexibility gap roughly 40 times it…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2524,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/transmission-7044890/episodes/why-germany-s-battery-storage-market-is-harder-than-it-looks-terralayr/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/transmission-7044890/why-germany-s-battery-storage-market-is-harder-than-it-looks-terralayr.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}